See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,383 | $111,814-12.9% | $103,374-5.8% | $145,959-33.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.28% | 24.77%-15.5pp | 24.89%-15.6pp | 561.95%-552.7pp |
| Employer contribution / active EE | $1,611 | $4,214-61.8% | $3,869-58.4% | $4,661-65.4% |
| Participant deferral / active EE | $20,333 | $5,618+261.9% | $5,058+302.0% | $6,689+204.0% |
| Admin fee / account holder | $1,037 | $9,754-89.4% | $8,394-87.6% | $13,398-92.3% |